Planned Giving

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Donor Story - Leading for the Future
Leading for the Future
Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission....
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Personal Planner - Gifts of Cash
Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the financial changes...
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Washington News - IRS Phone Calls Peak on February 19
IRS Phone Calls Peak on February 19
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls...
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